Client Services Administrator

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Client Services AdministratorLocation:CleckheatonHybrid working available after training (3 days office / 2 days home)Salary:£26,000 - £32,000 DOEWhy Join Us?This is an excellent opportunity to join a growing and supportive financial planning environment where collaboration and team culture are highly valued. You will be part of a busy Client Services team where work is allocated by team leaders and clients are assigned to ensure a structured and manageable workload.The business is expanding quickly, offering stability and long-term security within a well-established and professional setting.Benefits:Workplace pension schemeDeath in service benefit (3 x salary)Westfield Health cash plan (including dental, eye tests, physio)27 days holiday plus bank holidaysExams fully funded and supportedStrong focus on employee wellbeing and supportive cultureAbout the Company:A well-established financial planning business operating as part of a larger group with multiple offices. The Cleckheaton office is home to a close-knit Client Services team.The culture is supportive, informal, and team-focused, with a strong emphasis on looking after staff and building long-term relationships.Key Responsibilities:Providing administrative support within the Client Services teamManaging allocated client relationships and ensuring smooth processing of requestsProcessing new business applications and platform ..... full job details .....